GEN Financial Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

GEN Financial Management’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Sell	200,543 -641	-0.3%	-$40.5K	7.46%	6
2026 Q1	$12.6M	Sell	201,184 -1,676	-0.8%	-$105K	7.79%	6
2025 Q4	$12.3M	Buy	202,860 +3,678	+2%	+$216K	7.71%	6
2025 Q3	$11.4M	Sell	199,182 -25,223	-11%	-$1.43M	9.87%	4
2025 Q2	$12.4M	Sell	224,405 -85,067	-27%	-$4.5M	10.11%	5
2025 Q1	$16.9M	Buy	309,472 +176	+0.1%	+$10K	11.48%	5
2024 Q4	$17.5M	Buy	+309,296	New	+$18.1M	11.35%	5

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GEN Financial Management's COWZ Position: Q2 2026 in Review

GEN Financial Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.32% in Q2 2026, selling an estimated $40.5K and leaving 200,543 shares worth $12.5M. The position accounts for 7.46% of the portfolio, ranked #6.

GEN Financial Management first reported a position in COWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

GEN Financial Management held 200,543 shares of Pacer US Cash Cows 100 ETF worth $12.5M as of Q2 2026.
GEN Financial Management sold 641 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $40.5K.
Pacer US Cash Cows 100 ETF made up 7.46% of GEN Financial Management's portfolio in Q2 2026, its #6 holding.
GEN Financial Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's Pacer US Cash Cows 100 ETF position peaked at $17.5M in Q4 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.